What are you looking for?

Using Tags

Updated on October 29, 2015

​Tags are a great way to track your finances in a very customized way. You can use tags to track different income streams, products, projects, office locations, and more. Coupled with basic expense categorizations they can really drill down how a business is spending its money. Tags can be applied to invoices, expenses and deposits, and you can filter your P&L report based on tags.

To add a tag, simply type it into the "Add Tags" field when creating or editing a transaction. You can add multiple tags to a transaction. Simply type one tag, hit Enter/Return to save it, then type another. Tags can also be more than one word long!